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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002053368

Financial Life Planners

TEMPE, AZ · File #028-24613

Latest AUM
$139.3M
Positions
61
Top-10 Concentration
77.1%
Filings
5

Sector Allocation

Financials
26.1%$36.3M
Technology
23.0%$32.0M
Industrials
2.8%$3.8M
Utilities
0.6%$790,829
Energy
0.2%$234,654

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRUNIT SER 1IVZ52,111$32.0M23.40%
2ISHARES TRCORE S&P500 ETF46428720041,934$28.7M21.00%
3NVIDIA CORPORATIONCOMNVDA77,337$14.4M10.54%
4APPLE INCCOMAAPL24,876$6.8M4.94%
5PALANTIR TECHNOLOGIES INCCL APLTR29,513$5.2M3.83%
6ROBINHOOD MKTS INCCOM CL A77070010241,395$4.7M3.42%
7MICROSOFT CORPCOMMSFT8,812$4.3M3.12%
8BERKSHIRE HATHAWAY INC DELCL B NEWBRK-A7,454$3.7M2.74%
9VANGUARD WORLD FDMEGA GRWTH IND9219108167,227$3.0M2.18%
10ARK ETF TRBLOCKCHAIN & FIN00214Q70856,084$2.7M1.95%
11AXON ENTERPRISE INCCOMAXON4,677$2.7M1.94%
12COSTCO WHSL CORP NEWCOM22160K1052,761$2.4M1.74%
13SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRPMDY3,881$2.3M1.71%
14SPDR S&P 500 ETF TRTR UNITSPY2,969$2.0M1.48%
15AMAZON COM INCCOMAMZN8,718$2.0M1.47%
16WISDOMTREE BITCOIN FDSHS BEN INTWT15,712$1.5M1.06%
17SPDR DOW JONES INDL AVERAGEUT SER 178467X1092,882$1.4M1.01%
18INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28IVZ53,999$1.1M0.81%
19META PLATFORMS INCCL AMETA1,216$802,6310.59%
20NETFLIX INCCOMNFLX8,469$794,0160.58%